Overview

Introduction

Salesforce Marketing Cloud (SFMC) is a digital marketing platform designed to manage customer journeys and deliver personalized experiences across various channels like email, mobile, social, and web. It helps marketers engage with customers at scale through automation, analytics, and tools for audience segmentation and content creation.

MoEngage <> SFMC

The integration connects Salesforce Marketing Cloud (SFMC) with MoEngage, allowing you to leverage MoEngage's capabilities directly within the SFMC platform.

  • SFMC Journey Builder: It allows you to use core MoEngage functionalities- Push campaigns and Events from within SFMC Journey Builder. 
    • MoEngage Push Campaign as a custom activity within your SFMC journey builder, so that you an trigger MoEngage Push Campaigns directly from your SFMC journeys. 
    • MoEngage Events as a custom activity within your SFMC journey builder. It allows to trigger any Event Triggered Campaign in MoEngage (Push, SMS, Emails, In-Apps, WhatsApp and more) to send out the message to your end user.
  • Bidirectional (MoEngage to SFMC): Any campaign interaction data (collected by MoEngage) can be send back to to SFMC in real time. This works on top of MoEngage Streams. 
  • User Sync (SFMC to MoEngage): You can sync SFMC Data Extensions to MoEngage as users/attributes for hyper-personalised messaging. 

Use Cases

  • Cross-Channel Onboarding Journey: When a new customer signs up (captured in SFMC), initiate an onboarding journey in SFMC Journey Builder that starts with a welcome email. After a day, trigger a MoEngage push notification directly from the same SFMC journey to encourage app engagement or highlight a key feature.
  • Targeted Re-engagement Push: Identify users in an SFMC Data Extension who haven't made a purchase in 90 days. Use SFMC Journey Builder to enter these users into a journey that triggers a personalized MoEngage push notification campaign with a special offer, leveraging MoEngage's push capabilities activated via the custom journey activity.   
  • Enriched In-App Personalization: Sync customer loyalty tier status or recent product category interests stored in an SFMC Data Extension to MoEngage user profiles. Use this updated attribute data within MoEngage to personalize in-app/email messages or subsequent mobile campaigns for a more relevant user experience.  
  • Unified Campaign Performance Analysis: After sending a MoEngage push campaign triggered from SFMC, feed the engagement data (like clicks or conversions tracked in MoEngage) back into a dedicated SFMC Data Extension using MoEngage Streams. Use this data within SFMC to build segments for follow-up email campaigns or to analyze overall cross-channel campaign effectiveness.  
  • Event-Based Multi-Channel Messaging: Based on complex segmentation or activity triggers within SFMC (e.g., user viewed high-value products but didn't purchase), use the MoEngage Event custom activity in SFMC Journey Builder to trigger a specific event in MoEngage (like 'High_Interest_No_Purchase'). This event can then initiate a coordinated campaign within MoEngage using multiple channels (e.g., push + email + in-app) managed by MoEngage's campaign orchestration

Integration

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Prerequisites

  • Ensure you have a SFMC account and journey account along with admin access and access to install a custom activity 
  • Ensure you have access to your MoEngage APIs (Settings >> Accounts >> APIs)

Setup 

Follow the following steps to setup bi-directional data flow between MoEngage and Salesforce. 

# Objective  Link  
1.

Setup MoEngage custom activity in SFMC

https://partners.moengage.com/hc/en-us/articles/36576013665044
2.

Use MoEngage Push Campaign in Journey Builder 

https://partners.moengage.com/hc/en-us/articles/36576366510740
3.

Use MoEngage Event destination in Journey Builder 

https://partners.moengage.com/hc/en-us/articles/36577606371604
4.

Sync users and attributes from data extension into MoEngage

https://partners.moengage.com/hc/en-us/articles/36577783526292
5.

Send events (campaign interaction data) from MoEngage to SFMC 

 

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